Annual Questionnaire

We hope the New Year 2025 finds you all in good health and that you had a wonderful year!

Tax Season has quickly arrived! We’re sure you are compiling your Income Tax Information so that together we can prepare your 2024 Income Tax Return in the most efficient manner possible. As always, it’s not necessary to complete the below Questionnaire in its entirety, but rather to be used as a guide for gathering all the necessary tax documents for a smooth process. 

“The avoidance of taxes is the only intellectual pursuit that still carries any reward.”
— John Maynard Keynes